Stratos Wealth Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,244
| Closed | -$504K | – | 1482 |
|
|
2025
Q1 | $504K | Sell |
15,244
-2,070
| -12% | -$68.5K | 0.01% | 883 |
|
|
2024
Q4 | $489K | Sell |
17,314
-6,588
| -28% | -$186K | 0.01% | 938 |
|
|
2024
Q3 | $598K | Buy |
+23,902
| New | +$598K | 0.01% | 871 |
|
|
2018
Q4 | – | Sell |
-1,187
| Closed | -$66K | – | 2403 |
|
|
2018
Q3 | $66K | Buy |
+1,187
| New | +$66K | ﹤0.01% | 1331 |
|
|
2018
Q2 | – | Sell |
-1,187
| Closed | -$53K | – | 2482 |
|
|
2018
Q1 | $53K | Sell |
1,187
-10
| -0.8% | -$447 | ﹤0.01% | 1553 |
|
|
2017
Q4 | $56K | Buy |
+1,197
| New | +$56K | ﹤0.01% | 1463 |
|